Articles

Long-form thinking on AI-native operating models, strategy, and transformation, by Dan Walter.

• Building an AI-native company — Just as digital natives disrupted bricks-and-mortar, AI-native companies will now disrupt digital natives and incumbents alike. This is the operating blueprint: the spectrum of postures, the four-layer pyramid, protocols as the unit of leverage — with case studies of a law firm, a food company, and a vaccine maker woven through the argument.
• The great compounding — Three months after ChatGPT launched, I watched a room full of Google executives quietly reorganise their lives around it. That, not any demo, is what convinced me. Two and a half years later I'm all-in — building AI-native systems, and thinking hard about what compounding intelligence means for science, for society, and for business. This is where I've landed, and why everything else I'm publishing starts here.